Unclaimed
Christian Mahany is a financial advisor currently registered with Morgan Stanley. Christian is a seasoned professional with experience in the financial services industry, holding a variety of licenses and registrations. Christian is licensed in 53 states, including Georgia, South Carolina, and Texas. Christian is also registered with FINRA and is a member of the Securities Industry and Financial Markets Association (SIFMA). Christian has held previous positions at J.P. Morgan Securities LLC. Christian is committed to providing comprehensive financial advice and wealth management services to a diverse clientele.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
GA
01/31/2025 - Present
Morgan Stanley (Savannah GA)
GA
01/20/2023 - 06/30/2024
J.P. MORGAN SECURITIES LLC (Savannah GA)
BC
Issued 02/03/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/20/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/05/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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